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Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs HDFC ELSS Tax Saver Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.44 | 1.7 |
NAV | ₹29.29 | ₹1460.21 |
Fund Started | 27 Sep 2016 | 18 Dec 1995 |
Fund Size | ₹35.22 Cr | ₹16644.54 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.44
1.7
NAV
₹29.29
₹1460.21
Fund Started
27 Sep 2016
18 Dec 1995
Fund Size
₹35.22 Cr
₹16644.54 Cr
Exit Load
-
-
Returns
1 Year | -2.67% | 7.03% |
3 Year | 19.57% | 23.10% |
5 Year | 31.69% | 25.87% |
1 Year
-2.67%
7.03%
3 Year
19.57%
23.10%
5 Year
31.69%
25.87%
Holding Analysis
Equity | 95.37% | 94.11% |
Cash | 4.63% | 5.58% |
Equity
95.37%
94.11%
Cash
4.63%
5.58%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Safari Industries (India) Ltd. | 6.10% |
Aster DM Healthcare Ltd. | 6.03% |
Affle 3I Ltd. | 5.00% |
Sapphire Foods India Ltd. | 4.05% |
Multi Commodity Exchange Of India Ltd. | 3.85% |
CSB Bank Ltd. | 3.84% |
Angel One Ltd. | 3.82% |
Ujjivan Small Finance Bank Ltd. | 3.82% |
KSB Ltd. | 3.77% |
Greenpanel Industries Ltd. | 3.61% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.48% |
ICICI Bank Ltd. | 8.91% |
Axis Bank Ltd. | 8.16% |
Maruti Suzuki India Ltd. | 5.30% |
Cipla Ltd. | 4.88% |
SBI Life Insurance Company Ltd. | 4.84% |
Kotak Mahindra Bank Ltd. | 4.19% |
Bharti Airtel Ltd. | 3.84% |
State Bank of India | 3.67% |
Hyundai Motor India Ltd. | 3.11% |
Fund Manager
Name | Dwijendra Srivastava | Dhruv Muchhal |
Start Date | 02 Jul 2025 | 10 Sep 2025 |
Name
Dwijendra Srivastava
Dhruv Muchhal
Start Date
02 Jul 2025
10 Sep 2025
About Fund
Description | The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available. | The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. |
Launch Date | 27 Sep 2016 | 18 Dec 1995 |
Description
The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available.
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Launch Date
27 Sep 2016
18 Dec 1995